1Mes·

Future of Defence vs. Defence innovation

Among the ETFs on innovative defence, what are your thoughts on the composition of $IVDF (-6,71%) vs $ASWC (-8,84%)? The holdings of $IVDF (-6,71%) seem to me more volatile, and to have had a sudden surge in the last months, rather than a steadier increase as those of $ASWC (-8,84%). On the other hand, I appreciate that $IVDF (-6,71%) is less exposed to cybersecurity and more to space and robotics, and has an exposure also a bit to energy and health sectors.

2 Commenti

Frank C.@Frankster_portfolio

1Mes

I have $DFEN . Currently up 76% in my portfolio. Take a look at that one as well. I also have $ASWC

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André@wizard86pz

1Mes

I was searching for an ETF to buy, exposing into these sectors. If you compare the yelds between $DFEN and $ASWC, the 1st one is so much better, even considering the TERs (0,55% vs 0,49%).

What do you think?

Note: I'd add in this portfolio: https://getqu.in/98Imo3/

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